ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,233,641 | +6.4% | 187,575 | +10.1% | 0.12% | +15.0% |
| Q2 2023 | $11,497,006 | +12.0% | 170,326 | +12.3% | 0.11% | +4.9% |
| Q1 2023 | $10,264,805 | +21.6% | 151,734 | +14.3% | 0.10% | +15.9% |
| Q4 2022 | $8,438,556 | +37.9% | 132,713 | +23.7% | 0.09% | +25.7% |
| Q3 2022 | $6,119,000 | -12.1% | 107,328 | -2.3% | 0.07% | -6.7% |
| Q2 2022 | $6,958,000 | -11.8% | 109,910 | +0.5% | 0.08% | +2.7% |
| Q1 2022 | $7,885,000 | +6.9% | 109,311 | +13.8% | 0.07% | +9.0% |
| Q4 2021 | $7,376,000 | +4.7% | 96,078 | +2.8% | 0.07% | -4.3% |
| Q3 2021 | $7,042,000 | -0.3% | 93,466 | -0.1% | 0.07% | -1.4% |
| Q2 2021 | $7,066,000 | +14.6% | 93,537 | +10.7% | 0.07% | -4.1% |
| Q1 2021 | $6,167,000 | +11.1% | 84,487 | +11.7% | 0.07% | +1.4% |
| Q4 2020 | $5,553,000 | +43.4% | 75,644 | +33.1% | 0.07% | +28.1% |
| Q3 2020 | $3,873,000 | +2.9% | 56,841 | -0.2% | 0.06% | -3.4% |
| Q2 2020 | $3,763,000 | +6.1% | 56,971 | -0.3% | 0.06% | -10.6% |
| Q1 2020 | $3,545,000 | -16.2% | 57,124 | +0.7% | 0.07% | +3.1% |
| Q4 2019 | $4,230,000 | +1.8% | 56,753 | +0.1% | 0.06% | -4.5% |
| Q3 2019 | $4,157,000 | +0.9% | 56,724 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $4,120,000 | -52.8% | 56,724 | -53.2% | 0.07% | -54.2% |
| Q1 2019 | $8,728,000 | +8.0% | 121,227 | -0.0% | 0.14% | 0.0% |
| Q4 2018 | $8,081,000 | +4.6% | 121,228 | +14.3% | 0.14% | +19.0% |
| Q3 2018 | $7,725,000 | +18.5% | 106,102 | +15.7% | 0.12% | +12.0% |
| Q2 2018 | $6,521,000 | +13.9% | 91,671 | +18.0% | 0.11% | +13.7% |
| Q1 2018 | $5,727,000 | +8.9% | 77,716 | +7.8% | 0.10% | +13.1% |
| Q4 2017 | $5,261,000 | +2.7% | 72,082 | 0.0% | 0.08% | -2.3% |
| Q3 2017 | $5,122,000 | +2.6% | 72,082 | 0.0% | 0.09% | -2.3% |
| Q2 2017 | $4,991,000 | +4.9% | 72,082 | 0.0% | 0.09% | +3.5% |
| Q1 2017 | $4,757,000 | +10.3% | 72,082 | +2.3% | 0.08% | +9.0% |
| Q4 2016 | $4,312,000 | +14.2% | 70,431 | +26.2% | 0.08% | +11.4% |
| Q3 2016 | $3,776,000 | +35.2% | 55,831 | +32.7% | 0.07% | 0.0% |
| Q2 2016 | $2,793,000 | +2721.2% | 42,077 | +2686.6% | 0.07% | +3400.0% |
| Q1 2016 | $99,000 | -89.7% | 1,510 | -89.8% | 0.00% | -91.7% |
| Q4 2015 | $963,000 | +4.0% | 14,846 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $926,000 | +28.1% | 14,846 | +34.0% | 0.02% | +41.2% |
| Q2 2015 | $723,000 | +630.3% | 11,075 | +633.4% | 0.02% | +750.0% |
| Q1 2015 | $99,000 | – | 1,510 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |